Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
MERRIMACK VALLEY ORAL SURGEONS, INC.
EIN 04-2471573medical practiceLatest filing 2025
Plans
2
Retirement
2
$11.0M assets
Welfare
0
Participants
61
33 BARTLETT STREET - LOWELL, MA 01852978-454-5637massoralsurgeons.comLinkedIn1-10 employeesmedical practice
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $11.0M assets / 61 participantsParticipants by plan
Active + retired + deferred vested
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#001
MERRIMACK VALLEY ORAL SURGEONS, INC. PROFIT SHARING PLAN
401k
Assets$9.6M
Participants35
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002
MERRIMACK VALLEY ORAL SURGEONS, INC. CASH BALANCE PENSION PLAN
CashBalance
Assets$1.4M
Participants26
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | MERRIMACK VALLEY ORAL SURGEONS, INC. PROFIT SHARING PLAN | 401k | $9.6M | 35 | 2025 | |
| 002 | MERRIMACK VALLEY ORAL SURGEONS, INC. CASH BALANCE PENSION PLAN | CashBalance | $1.4M | 26 | 2025 |
Retirement plans